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SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) Institutional Ownership

SPDR Portfolio S&P 1500 Composite Stock Market ETF logo
$80.64 +0.31 (+0.39%)
As of 09/19/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 1500 Composite Stock Market ETF (NYSEARCA:SPTM)

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$968.89M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$113.04M
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SPTM Institutional Buying and Selling by Quarter

SPDR Portfolio S&P 1500 Composite Stock Market ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Blue Edge Capital LLC16,637$1.25M0.2%-11.5%0.012%
8/15/2025 Captrust Financial Advisors67,545$5.06M0.0%-14.6%0.048%
8/15/2025 WFA of San Diego LLC3,234$242K0.2%N/A0.002%
8/15/2025 IHT Wealth Management LLC57,278$4.29M0.1%-9.6%0.041%
8/15/2025 Ameriprise Financial Inc.1,374,427$102.84M0.0%-3.6%0.979%
8/14/2025 NewEdge Advisors LLC46,953$3.52M0.0%+46.2%0.033%
8/14/2025 Cary Street Partners Financial LLC82,359$6.17M0.2%-2.0%0.059%
8/13/2025 EverSource Wealth Advisors LLC10,257$768K0.0%-7.0%0.007%
8/13/2025 IAG Wealth Partners LLC183,352$13.73M1.8%+8.0%0.131%
8/13/2025 Nicolet Bankshares Inc.16,831$1.26M0.2%N/A0.012%
8/13/2025 Isthmus Partners LLC82,977$6.21M0.7%+4.4%0.059%
8/13/2025 Fisher Asset Management LLC5,035$377K0.0%N/A0.004%
8/13/2025 Wealthquest Corp1,105,765$82.81M6.5%+1.9%0.788%
8/13/2025 Virtue Capital Management LLC21,484$1.61M0.3%-16.3%0.015%
8/12/2025 FreeGulliver LLC96,288$7.21M3.3%+0.8%0.069%
8/12/2025 Weitzel Financial Services Inc.667,792$51.52M21.8%+2.3%0.476%
8/12/2025 Jaffetilchin Investment Partners LLC522,108$39.10M2.6%+1.2%0.372%
8/12/2025 JPMorgan Chase & Co.288,606$21.61M0.0%+7.6%0.206%
8/11/2025 Synergy Investment Management LLC5,925$444K0.3%+4.8%0.004%
8/11/2025 Root Financial Partners LLC16,137$1.21M0.1%-3.7%0.011%
8/11/2025 Western Wealth Management LLC126,033$9.44M0.6%+3.3%0.090%
8/8/2025 L & S Advisors Inc13,572$1.02M0.1%+10.0%0.010%
8/7/2025 Winch Advisory Services LLC581,248$43.53M10.6%-0.5%0.414%
8/7/2025 Hughes Financial Services LLC1,610,303$123.37M21.2%+8.7%1.146%
8/5/2025 Fourth Dimension Wealth LLC167,751$12.56M5.3%+11.2%0.119%
8/5/2025 Westside Investment Management Inc.30,260$2.27M0.4%+5.1%0.022%
8/4/2025 Roble Belko & Company Inc342,064$25.62M3.7%+153.1%0.243%
8/1/2025 FSA Advisors Inc.2,791$209K0.2%N/A0.002%
8/1/2025 Zhang Financial LLC254,896$19.09M0.9%-4.4%0.181%
7/31/2025 Sentinel Trust Co. LBA18,957$1.42M0.2%-10.8%0.013%
7/31/2025 BIP Wealth LLC260,367$19.50M1.2%+9.8%0.185%
7/31/2025 Moloney Securities Asset Management LLC211,960$15.87M2.0%-0.2%0.151%
7/30/2025 Cullen Frost Bankers Inc.749$56K0.0%N/A0.001%
7/29/2025 Woodard & Co. Asset Management Group Inc. ADV745,693$55.85M10.3%+0.4%0.531%
7/29/2025 Private Trust Co. NA14,314$1.07M0.1%-10.0%0.010%
7/28/2025 Rosenberg Matthew Hamilton783,651$58.69M13.6%+14.3%0.558%
7/25/2025 Orca Investment Management LLC29,101$2.18M2.0%-20.6%0.021%
7/24/2025 Trust Co. of Toledo NA OH609$46K0.0%N/A0.000%
7/23/2025 Prime Capital Investment Advisors LLC6,546$490K0.0%-51.5%0.005%
7/22/2025 Evensky & Katz LLC152,444$11.42M0.7%+7.4%0.109%
7/21/2025 Quent Capital LLC31,050$2.33M0.2%-2.1%0.022%
7/21/2025 AIFG Consultants Ltd.9,750$730K1.4%-79.8%0.007%
7/21/2025 Exchange Capital Management Inc.102,545$7.68M1.1%+7.3%0.073%
7/18/2025 Astor Investment Management LLC284,750$21.33M11.5%-9.6%0.203%
7/18/2025 Vigilare Wealth Management6,862$514K0.2%+16.4%0.005%
7/17/2025 Greenleaf Trust50,465$3.78M0.0%-12.9%0.036%
7/17/2025 Janney Montgomery Scott LLC10,148$760K0.0%+134.0%0.007%
7/16/2025 Vestia Personal Wealth Advisors6,166$462K0.3%-6.1%0.004%
7/15/2025 RVW Wealth LLC312,454$23.40M2.0%-68.6%0.222%
7/14/2025 Farmers & Merchants Investments Inc.500$37K0.0%N/A0.000%
7/11/2025 Farther Finance Advisors LLC224,818$16.84M0.3%+34.4%0.160%
7/9/2025 Emprise Bank16,915$1.27M0.6%N/A0.012%
7/8/2025 Arlington Trust Co LLC10,381$777K0.2%-6.2%0.007%
7/8/2025 Partnership Wealth Management LLC5,201$390K0.3%+12.2%0.004%
7/8/2025 Parallel Advisors LLC249,215$18.66M0.4%-4.0%0.177%
7/2/2025 LVM Capital Management Ltd. MI60,298$4.52M0.5%-1.0%0.043%
5/16/2025Great Lakes Advisors LLC188,692$12.83M0.1%-13.8%0.135%
5/16/2025NewEdge Advisors LLC32,114$2.18M0.0%-16.5%0.023%
5/16/2025Integrated Wealth Concepts LLC48,064$3.27M0.0%-58.7%0.034%
5/15/2025Weitzel Financial Services Inc.652,736$42.63M20.4%-1.8%0.468%
5/15/2025OLD Mission Capital LLC53,158$3.62M0.0%N/A0.038%
5/14/2025Ameriprise Financial Inc.1,425,130$96.84M0.0%-7.3%1.022%
5/14/2025Flow Traders U.S. LLC80,624$5.48M0.2%+399.2%0.058%
5/13/2025Blue Edge Capital LLC18,806$1.28M0.2%+5.0%0.013%
5/13/2025EverSource Wealth Advisors LLC11,027$750K0.0%+1,548.3%0.008%
5/13/2025Evensky & Katz LLC141,988$9.66M0.6%-3.3%0.102%
5/12/2025SouthState Corp27,738$1.89M0.1%N/A0.020%
5/12/2025Astor Investment Management LLC315,074$21.43M11.4%-1.0%0.226%
5/9/2025Cary Street Partners Financial LLC84,001$5.71M0.2%-2.0%0.060%
5/9/2025L & S Advisors Inc12,339$839K0.1%+16.0%0.009%
5/8/2025TIAA Trust National Association8,189$557K0.0%-2.5%0.006%
5/8/2025Wealthquest Corp1,085,420$73.82M3.3%-2.4%0.776%
5/8/2025Goodman Financial Corp5,565$378K0.1%-34.7%0.004%
5/8/2025RVW Wealth LLC996,174$67.75M6.4%+215.3%0.712%
5/8/2025Roble Belko & Company Inc135,175$9.19M1.5%+100.6%0.097%
5/8/2025Arkadios Wealth Advisors9,702$660K0.0%+18.2%0.007%
5/6/2025Wedbush Securities Inc.11,933$812K0.0%-5.1%0.009%
5/6/2025Winch Advisory Services LLC584,256$39.74M10.5%+1.9%0.418%
5/2/2025Graypoint LLC51,043$3.47M0.2%+1.9%0.036%
5/2/2025Burns Matteson Capital Management LLC10,216$695K0.3%N/A0.007%
5/2/2025BIP Wealth LLC237,082$16.12M1.1%+8.5%0.170%
5/2/2025SBI Securities Co. Ltd.3,123$212K0.0%+8.9%0.002%
5/1/2025Isthmus Partners LLC79,508$5.41M0.7%+1.2%0.057%
5/1/2025Hughes Financial Services LLC1,481,754$101.09M19.8%-0.9%1.060%
5/1/2025Sentinel Trust Co. LBA21,263$1.45M0.2%-48.1%0.015%
4/30/2025Financial Gravity Asset Management Inc.30,717$2.09M0.5%N/A0.022%
4/30/2025Moloney Securities Asset Management LLC212,412$14.45M1.9%+166.4%0.152%
4/30/2025Synergy Investment Management LLC5,653$384K0.2%-19.6%0.004%
4/29/2025Bank of New York Mellon Corp10,485$713K0.0%-3.7%0.007%
4/29/2025Columbia River Financial Group LLC1,423$96K0.1%N/A0.001%
4/28/2025Rosenberg Matthew Hamilton685,690$46.63M11.7%+9.8%0.490%
4/28/2025First Horizon Advisors Inc.16,767$1.14M0.0%-3.9%0.012%
4/28/2025Private Trust Co. NA15,903$1.08M0.1%+25.2%0.011%
4/28/2025Arlington Trust Co LLC11,065$753K0.2%+36.7%0.008%
4/24/2025Tsfg LLC3,504$238K0.0%-9.1%0.003%
4/24/2025Jaffetilchin Investment Partners LLC515,968$35.09M2.5%-0.8%0.369%
4/23/2025Western Wealth Management LLC121,967$8.30M0.5%+7.4%0.087%
4/23/2025Fourth Dimension Wealth LLC150,871$10.26M5.0%-12.6%0.108%
4/23/2025AIFG Consultants Ltd.48,315$3.29M5.4%-7.9%0.035%
4/21/2025L.M. Kohn & Company22,148$1.51M0.4%+21.7%0.016%
(Data available from 1/1/2016 forward)

SPTM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPTM shares?

During the previous two years, 143 institutional investors and hedge funds held shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF. The most heavily invested institutionals were Hughes Financial Services LLC ($123.37M), Ameriprise Financial Inc. ($102.84M), Wealthquest Corp ($82.81M), Rosenberg Matthew Hamilton ($58.69M), Woodard & Co. Asset Management Group Inc. ADV ($55.85M), Weitzel Financial Services Inc. ($51.52M), and Winch Advisory Services LLC ($43.53M).Learn more on SPDR Portfolio S&P 1500 Composite Stock Market ETF's institutional investors.

Which institutional investors have been buying SPDR Portfolio S&P 1500 Composite Stock Market ETF's stock?

Of the 116 institutional investors that purchased SPDR Portfolio S&P 1500 Composite Stock Market ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($8.33M), Hughes Financial Services LLC ($1.62M), RVW Wealth LLC ($687.78K), Rosenberg Matthew Hamilton ($281.99K), Abound Financial LLC ($277.19K), Roble Belko & Company Inc ($274.69K), and Zhang Financial LLC ($248.10K).

How much institutional buying is happening at SPDR Portfolio S&P 1500 Composite Stock Market ETF?

Institutional investors have bought a total of 13,606,232 shares in the last 24 months. This purchase volume represents approximately $968.89M in transactions.

Which of SPDR Portfolio S&P 1500 Composite Stock Market ETF's major shareholders have been selling company stock?

Of the 62 institutional investors that sold SPDR Portfolio S&P 1500 Composite Stock Market ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RVW Wealth LLC ($683.72K), AIFG Consultants Ltd. ($185.96K), Ameriprise Financial Inc. ($162.72K), Integrated Wealth Concepts LLC ($83.29K), Orca Investment Management LLC ($36.79K), Captrust Financial Advisors ($34.07K), and Astor Investment Management LLC ($33.65K).

How much institutional selling is happening at SPDR Portfolio S&P 1500 Composite Stock Market ETF?

Institutional investors have sold a total of 1,558,812 shares in the last 24 months. This volume of shares sold represents approximately $113.04M in transactions.


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This page (NYSEARCA:SPTM) was last updated on 9/20/2025 by MarketBeat.com Staff
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